Analytics: My Profile

Learn about the customizable features available within your Profile of Analytics

Erika Gardner avatar
Written by Erika Gardner
Updated over a week ago

Customize your Analytics account by navigating to your Profile in the upper right corner of your page.

Within your profile, you can manage:

Watch the short video below to learn more about how to customize your profile within Analytics:


Update Personal Contact Information

  1. Click on the profile icon in the upper righthand corner of Analytics, then click My Profile

  2. Click on Contact Information

  3. Make changes to your personal details as needed

  4. When finished, click Save to apply your changes

Need to change your email address? Click here to learn how.


Change Your Password

  1. Click on the profile icon in the upper righthand corner of Analytics, then click My Profile

  2. Click on Password

  3. Enter your current password, then create a new password that meets the following requirements: 8 characters, at least 1 lowercase letter, at least 1 number

  4. Confirm your new password, then click Save to apply your changes

Note: Your new password cannot be the same as your most recent previous password.

Having trouble? Click here to troubleshoot login issues.


Upload a Profile Photo

We give you an opportunity here to add an icon to your account. It is not required, but including an icon on your communications (payments landing page, email invitations, and receipts) will enhance your patients' experience. The goal is to increase a patient's trust that the communication is authentic.

  1. Click on the profile icon in the upper righthand corner of Analytics, then click My Profile

  2. Click on Photo

  3. Upload an icon image (JPEG or PNG) from your computer that is square or displayed as a square image. The ideal size is 50 x 50 pixels to accommodate being visible on a mobile device

  4. Click Save to apply your changes


Choose Your Analytics Startup Page

Choose the landing page that you would like to see first every time you login to Analytics.

  1. Click on the profile icon in the upper righthand corner of Analytics, then click My Profile

  2. Click on Startup

  3. Copy and paste the desired URL that you would like to see first every time you login to Analytics (Tip: If you review the Morning Huddle each day when you login, paste the Morning Huddle URL into this field)

  4. After entering your URL, test the link to make sure it operates correctly

  5. When finished, click Save to apply your changes


Manage Personal Goals

  1. Click on the profile icon in the upper righthand corner of Analytics, then click My Profile

  2. Click on Goals

  3. Edit goals by clicking on the goal name and entering a value. Goals that do not have an existing value will show a red dot indicating that there is not a current goal

Click here to learn more about setting provider goals.


Logout of Analytics

To logout of Analytics, click on the profile icon, then click Log Out.

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